+1,245.5%
WDC vs URI
+1,157.2%
+88.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +1.9% |
| 7D | +6.0% | +2.5% | +3.5% | +4.6% |
| 30D | +9.9% | -12.5% | +22.5% | +17.9% |
| 3M | -9.4% | -6.2% | -3.2% | -6.4% |
| 6M | +94.7% | +25.9% | +68.9% | +70.1% |
| YTD | +177.4% | +26.2% | +151.2% | +138.5% |
| 1Y | +412.6% | +5.5% | +407.1% | +382.6% |
| 3Y | +1,359.8% | +125.0% | +1,234.8% | +784.3% |
| 5Y | +992.6% | +210.4% | +782.1% | +435.1% |
| 10Y | +1,245.5% | +1,157.2% | +88.3% | +236.9% |
| All | +1,245.5% | +1,157.2% | +88.3% | +236.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling